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Thanks. I'll have her check again. They are publicly traded - NASDAQ - but is very confusing. She works for One Medical but the shares are offered through a dif...
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I will probably do that. I was hoping the worksheet might help to track year to year and carry forward unsold stock.
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Yes. She did sell some. Granted 2500 on 3/15/18. Each month 52 shares vest. At the time of her sale, 1406 vested and she sold 120 shares. No 1099-B.
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My client has received stock options. However, they are reported on a 1099-NEC because she is technically not an employee of that company. Also, no 1099-B is is...
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He actually turned the house over to his wife with the divorce. She later lost the house in foreclosure.
